Position in UWMC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,835
-$25,498 QoQ
Shares Held
2,985
-66.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#242
of 289 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Farther Finance Advisors, LLC holds $511,218 across 7 Mortgage Finance names. UWMC ranks #3 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
28,666 | $451,489 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
748 | $40,915 | |
| 3 | UWMC |
UWM Holdings Corp
This page
|
2,985 | $6,835 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
75 | $6,532 | |
| 5 | LDI |
loanDepot, Inc.
|
2,600 | $3,250 | |
| 6 | ONIT |
Onity Group Inc.
|
33 | $1,311 | |
| 7 | VEL |
Velocity Financial, Inc.
|
48 | $886 |
All Filings in UWMC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,835 | 2,985 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $32,333 | 8,932 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $37,650 | 8,596 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,465 | 569 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,096 | 748 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,397 | 256 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,502 | 256 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,329 | 156 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,160 | 456 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,795 | 385 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $965 | 135 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||